Episodes

This episode covers shareholder loans the critical role of financial clean-up BEFORE you’re ready to business sale. Timing, shareholder loans (Division 7A Loans), net asset adjustments and tax implications are all discussed in a down to earth way, with Kezah Alicantre [EP 292] Shareholder Loans: Why Timing Is Everything in Share Sales | Aspect Legal

In this episode of The Deal Room Podcast, Joanna Oakey sits down with specialist business broker, Travis Latter, to discuss the ever-changing world of Registered Training Organisations (RTOs). [EP 291] Adapting to Change: Market Insights & The Future of RTOs and Higher Education in Australia | Aspect Legal

In this two-part interview, Erin Crawford, buy-side expert, board member and chair-elect of the International Business Brokers Association (IBBA), joins host Joanna Oakey to share her unique insights into business broking, leadership, and the psychology behind successful deals. [EP 290] Business Broking Insights: Breaking Barriers – Part 2 | Aspect Legal

Discover Leanne Faulkner’s key lessons on exit strategies, leveraging relationships, and preparing for a successful trade sale. This episode of The Deal Room Podcast reveals how she navigated negotiation challenges and maximised her business value with strategic planning and the right IP protections. [EP 289] Navigating Employee Agreements During a Business Sale & Deal Team Assembly Tips | Aspect Legal

In this two-part interview, Erin Crawford, buy-side expert, board member and chair-elect of the International Business Brokers Association (IBBA), joins host Joanna Oakey to share her unique insights into business broking, leadership, and the psychology behind successful deals. [EP 288] Behind the Deal: Business Broking, Buy-Side Strategy and Innovation – Part 1 | Aspect Legal

Discover Leanne Faulkner’s key lessons on exit strategies, leveraging relationships, and preparing for a successful trade sale. This episode of The Deal Room Podcast reveals how she navigated negotiation challenges and maximised her business value with strategic planning and the right IP protections. [EP 287] The Blueprint for a Successful Trade Sale: Insights from Leanne Faulkner | Aspect Legal

Joanna Oakey & Michael Quinn dig into a fascinating case about the founder of Billabong, Gordon Merchant, and his recent $50 million tax bill shock! [EP 286] A Tax Nightmare… Billabong Founder’s $50M tax bill | Aspect Legal

Is it a buyers market? Why has there been a surge in buyer enquiries this year? Tune in to find out what the latest data in business buyer enquiries is telling us. [EP 285] Are We In A Buyers Market? The Real Story Behind the Latest Surge in Business Buyer Enquiries (Part 2) | Aspect Legal

Is it a buyers market? Why has there been a surge in buyer enquiries this year (which doesn’t look to be slowing down any time soon). What’s the story behind the latest trends in technology, labor shortages, and business competitiveness? This week on The Deal Room Podcast, Joanna Oakey is joined by Head of SEEK Business, Lucia Vuong and Judo Bank’s Chief Economic Advisor, Warren Hogan for a two-part episode covering the latest data in business buyer enquiries, what might be driving the enquiry ...

In this episode of the Deal Room podcast, we’re joined by Dru Morgan, a seasoned business broker with over 25 years of experience in selling businesses across various sectors and regions. Dru and host Joanna Oakey delve into the myriad benefits of scaling through acquisition for both buyers and sellers, highlighting the untapped potential for Australian business brokers to take a more active role in supporting buyers, a practice more common in other parts of the world. Along with innovative pr...

Understand the advantages of buying a franchise with Joanna Oakey and Alan Prasad as they explore insider strategies, tips and why some franchisees buy more than one! [EP 282] Navigating Franchise Deals: Top Tips & Expert Insights on Buying a Franchise | Aspect Legal

Joanna Oakey and chartered accountant Charles Yuan share insights on a fascinating case study where although not initially recognised as a critical factor for advice, tax very much became a central part of the deal (and led to a remarkable $2 million in tax savings!). Get your earbuds ready and tune in now! [EP 281] Deal Team Dynamics: How the Right Advice Saved $2 Million in Tax! | Aspect Legal

This week on the Deal Room Podcast, host Joanna Oakey takes you on an insightful journey into the dynamic world of franchising and franchise business sales. Whether you're a franchisee aiming to sell, an advisor who works with franchisee or simply curious about the inner workings of franchise operations, this episode is brimming with crucial information that you won't want to miss. So, let's dive in! [EP 280] Franchising Tips, Tricks & Traps: Smart Tips for Selling Your Franchise Business | Asp...

This week on the Deal Room Podcast, we have Part 2 of our interview with remarkable entrepreneur Kody Thompson. From founding Lightning Sites (on a budget of $250!) to scaling it into a multimillion-dollar business, Kody continues to share his first-hand insights on building and exiting his business. He dives into the emotional and practical aspects of selling a business, offering invaluable insights and lessons learned about preparing for exit, the importance of a strong team culture, and the ...

This week on the Deal Room Podcast, Joanna Oakey is joined by a remarkable entrepreneur Kody Thompson. From founding Lightning Sites (on a budget of $250!) to scaling it into a multimillion-dollar business, this story is as inspiring as it is unique. In this episode, Kody shares his journey into entrepreneurship, revealing how his early experiences and values shaped his approach to business, team-building, and ultimately, a successful exit. Kody shares his journey from navigating growth on a sh...

This week on the Deal Room Podcast, we're thrilled to have Dave Jenyns, the mastermind behind "Systemology," joining us to share his expertise in the realm of business systemisation. At first glance, the concept of implementing systems and processes in your business might seem like a straightforward activity and part of business operations or business continuity. However, the depth and impact of such initiatives can have on a business extend far beyond the surface, significantly influencing a b...

This week on the Deal Room Podcast, we are back with part 2 of our State of the Market series with Paolo Lencioni and Chris Babich, two healthcare experts who bring their insights and expertise in veterinary and medical practice businesses to the forefront. Picking up where they left off - the conversation delves into differences in valuations, earnouts, and other unique aspects of exits and acquisitions in these fields. From the financial intricacies of medical and veterinary practices to the ...

In today’s special episode on The Deal Room Podcast, host Joanna Oakey discusses the essentials of contracts - from what actually classifies as a contract, to the challenges that come from advising on them. She highlights the importance of ensuring you include just the right amount of details in contract, and the risks linked to too much information early in the deal-making stage. Joanna provides her legal insights into the intricacies of heads of agreement documents, stressing the need to incl...

This week on the Deal Room Podcast, we are back with another episode from the State of the Market series with Joanna Oakey. Today, we are joined by two industry experts - Paolo Lencioni and Chris Babich, who bring their insights and expertise in veterinary and medical practice businesses to the forefront in this two-part series. While the business models in medical, dental, and veterinary practices may seem similar on the surface, the reality is that they have significant differences that impac...

In this episode of The Deal Room Podcast, we sit down with Dr. David Penn, a trailblazer in both the dental industry and the business world. Dr. Penn shares his unique journey from dentist to founder of $95million empire with Southern Cross Dental Labs. Dr. Penn discusses his innovative approach to the dental industry, including his strategy for overseas manufacturing and market positioning. Dr. Penn talks about the challenges of positioning in the context of innovation, sharing his take on fin...

In this special replay of one of our jargon buster episodes, Joanna Oakey clears up some confusion around “Term Sheets” and the many variations that are floating around in the world of business sales and acquisitions. If you have ever wondered what the difference is between an Memorandum of Understanding (“MOU”), Letter of Intent (“LOI”), Term Sheet, Non Binding Indicative Offer (“NBIO”) and where a Heads of Agreement fits into the picture, then listen in to this episode as we break through the...

In this week’s release of the Deal Room Podcast - we’re back with a State of the Market series episode - where host, Joanna Oakey interviews Jenny Chellew, an expert in the hospitality and tourism industry, and a business broker advising on sales and acquisitions of motels. Jenny highlights the role of occupancy rates, technology and property in the context of tourism and accommodation business sales, and also a number of opportunities for buyers in this sector. She touches on enhancing guest e...

In this special episode of The Deal Room Podcast, our host, Joanna Oakey dives into financing for buying businesses and tips for preparing for finance live with Abhishek Maharaj, Partner and Broker at Winquote SME Finance. In this episode, Abhishek shares some insights from the front line of finance including the current the state of the market in the world of finance for buying businesses, the role preparation plays in successfully securing finance for a business deal, common mistakes and how ...

In this special episode of The Deal Room Podcast, recorded live at the 2023 AIBB national conference, Aron Rubulis and Matt Ensing join Joanna to dive into the fascinating world of AI in business broking. They share market trends they're seeing with their broker clients and how AI is being adopted in their marketing and general business practices. They also discuss the challenges brokers face in using AI tools effectively (including when NOT to use it or depend on it) and share their thoughts o...